【AI + Chips】Hardware shortages continue to occur? CPU supply shortage — Intel and AMD have raised prices by 10% multiple times this year.

Following the supply shortage of memory, according to Japanese media reports, Intel (NASDAQ: INTC) and AMD (NASDAQ: AMD) have notified customers that CPU prices will increase from March to April. Sources reveal that CPU prices have been raised multiple times this year, with an average increase of 10% to 15%. Delivery times have risen from 1-2 weeks to an average of 8-12 weeks, and in some cases, a wait of 6 months is required.

Japanese media reports that computer manufacturers such as HP (NASDAQ: HPQ) and Dell (NASDAQ: DELL) have discovered a “gap” between the number of CPUs they need and the actual quantity they can obtain since the end of February.

Reports indicate that Intel and AMD are expanding production. Intel is working hard to increase internal chip production capacity, but it will take time and is also constrained by the supply of chip substrates. AMD has outsourced chip manufacturing to foundries TSMC (NASDAQ: TSM) and Samsung, and therefore needs to compete with NVIDIA (NASDAQ: NVDA) and Google (NASDAQ: GOOGL) for production capacity.

The shortage of CPUs is due to the rapid increase in demand for AI, which has driven up the demand for general-purpose servers and storage servers, both of which require CPUs. Industry insiders state that the growth rate for general-purpose servers this year is 15%, while Intel’s production capacity expansion is only in single digits, leading to a severe supply-demand imbalance.

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